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Dimensional Global Real Estate ETF

313 hedge funds and large institutions have $2.66B invested in Dimensional Global Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 202 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$18.8M
RCI
27
RS Crum Inc
California
$17.7M
QFA
28
Quantum Financial Advisors
California
$17.2M
WMN
29
Wealth Management Nebraska
Nebraska
$16.5M
IWM
30
Integris Wealth Management
California
$16.2M
PWMG
31
Private Wealth Management Group
New Jersey
$16.2M
Jane Street
32
Jane Street
New York
$16M
Corient Private Wealth
33
Corient Private Wealth
Florida
$15.5M
LFA
34
Level Financial Advisors
New York
$15.5M
EAM
35
Evanson Asset Management
California
$15M
PCI
36
Planning Center Inc
Illinois
$14.5M
ACM
37
Aspen Capital Management
Idaho
$14.5M
SSC
38
Syverson Strege & Co
Iowa
$12.7M
GWA
39
Geometric Wealth Advisors
District of Columbia
$11.8M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$11.7M
HI
41
Harbour Investments
Wisconsin
$11.6M
VAS
42
Vestmark Advisory Solutions
Massachusetts
$10.9M
SFC
43
Sprinkle Financial Consultants
Colorado
$9.98M
EFP
44
Elser Financial Planning
Indiana
$9.74M
AC
45
Apella Capital
Connecticut
$9.57M
BGWM
46
Bridge Generations Wealth Management
Florida
$9.56M
AIS
47
American Investment Services
Massachusetts
$9.53M
XPN
48
XY Planning Network
Montana
$9.26M
AF
49
Allworth Financial
California
$9M
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$8.95M